ALTIUS offers a full range of investment strategies geared to risk tolerance, stage of life and goals, desire for involvement, asset level, and investment experience. Here's how we invest clients' money:
We start with clients’ Goals and Timeframes: - Using our value/goal framework and discovery process, we to get to know clients’ priorities - Then we use a risk tolerance analysis to define how aggressive clients want and need to be - Finally, we write a personalized investment policy with clients’ parameters to guide strategy
We use an Objective Approach: - Realizing no one knows the future, we must deal with the facts before us and learn from history - Successful investing is, in large part, understanding the math: including crucial time-value concepts, rate of return calculations, compounding, fundamental and technical analysis - Integrating caution about unknown risks and confidence about what we do know, allows us to remain unbiased
We perform Extensive Research: - Leveraging custodian resources through regular market commentary and analysis - Morningstar Analysis & Y-Charts – premier databases for security research - Annual, semiannual reports and company financial statements - Validation with external databases and visits with fund companies and portfolio managers
We use ALTIUS Capital Filter™ to screen for: - Organizational culture and alignment - Shareholder focus, accountability, and cost control - Risk exposure including diversification, tax efficiency, etc
